Nvidia shows signs in [2023]

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I guess AI assisted game development / optimisation can't be too far away.

AI is already being used in terms of the asset/content side (eg. in terms of art or gameplay). I'm not sure if it's been used in terms of the software/rendering engine side. I wonder if there might be a balance of considerations here also in terms of trade secret/competitive advantage vs. marketing/publicity when revealing such information.

Examples -



This is an interesting read in terms of an AI assisted workflow for an indie game - https://www.traffickinggame.com/ai-assisted-graphics/

Also depending on what you feel about text based adventure games, these already exist that are basically fundamentally underpinned by AI generated content.
 
Not only these tools are where AI is a big deal but there's also a huge demand for faster AI power in the data center, cloud, and automotive segment where NVIDIA also dominates with its GPUs. The company has seen a massive growth of over 40% in just a single month & the current stock stands at an impressive 45%+ growth (this month).
 

Microsoft and NVIDIA announced the companies have agreed to a 10-year partnership to bring Xbox PC games to the NVIDIA® GeForce NOW™ cloud gaming service, which has more than 25 million members in over 100 countries.
The agreement will enable gamers to stream Xbox PC titles from GeForce NOW to PCs, macOS, Chromebooks, smartphones and other devices. It will also enable Activision Blizzard PC titles, such as Call of Duty, to be streamed on GeForce NOW after Microsoft’s acquisition of Activision closes.

Pretty big win for GeForce Now. Doesn’t this compete directly with Xbox Cloud?
 



Pretty big win for GeForce Now. Doesn’t this compete directly with Xbox Cloud?
Yes but no. The apparent lack of 'Game Pass' mentions suggests it's only for games you've actually bought. If it however includes Game Pass games when you have the subscription, then it's a direct competitor.
 
Yes but no. The apparent lack of 'Game Pass' mentions suggests it's only for games you've actually bought. If it however includes Game Pass games when you have the subscription, then it's a direct competitor.
You still need to have GamePass Ultimate subscription to use xCloud, and if GeForce Now includes GamePass App ability if you sub to that too, then it's kind of more of an augmentation than a direct competitor, as the user is paying for GamePass either way.

The difference would be $15 for GPU or $10 for GP PC plus whatever GFN charges.
 
You still need to have GamePass Ultimate subscription to use xCloud, and if GeForce Now includes GamePass App ability if you sub to that too, then it's kind of more of an augmentation than a direct competitor, as the user is paying for GamePass either way.

The difference would be $15 for GPU or $10 for GP PC plus whatever GFN charges.

No mention of GamePass being available on GFN.

Microsoft and NVIDIA will begin work immediately to integrate Xbox PC games into GeForce NOW, so that GeForce NOW members can stream PC games they buy in the Windows Store, including third-party partner titles where the publisher has granted streaming rights to NVIDIA. Xbox PC games currently available in third-party stores like Steam or Epic Games Store will also be able to be streamed through GeForce NOW.
 
Beat expectations. Stock up >8% after hours.
They appear to have sold many Ada GPUs, gaming is up 16% sequentially.

Nvidia Q4 Revenue Down 21% YoY to $6.05 billion!
Inventory up to $5.1B from $2.6B! Wow!
Q1 guidance $6.50B vs $6.35B consensus
Datacenter $3.62B, +11% YoY, consensus $3.86B
Gaming $1.83B, -46% YoY, consensus $1.6B
Professional Visualization $226M, -65% YoY, consensus $195.1M
R&D expenses $1.95B, +33% YoY, consensus $1.95B
Gross Margin 66.1% vs. 67% last year, consensus 65.8%
Adjusted operating expenses $1.78, +23% y/y, consensus $1.78 billion
Adjusted operating income $2.22, -40% y/y, consensus $2.16 billion
Adjusted EPS $0.88 vs. $1.32 y/y, consensus $0.81
Free cash flow $1.74B, -37% y/y, consensus $2.16
"Starting in fiscal 2024, we are extending the useful lives of a majority of our servers, storage, and network equipment from three years to a range of four to five years, and assembly and test equipment from five to seven years."

 

Interesting that when running games, 4000 series mobile did not teach its max tdp
 
Inventory up to $5.1B from $2.6B! Wow!

This is likely their strategy to keep GPU prices from tanking. Basically don't discount 3xxx series GPUs in any significant way. Keep them around to fill the lower performance tiers. That means they don't need to release products lower in the 4xxx product stack which means they can in theory either save on fab costs or shift wafer starts to other products.

Whenever their inventory of 3xxx GPUs falls low enough they can release lower tiers of 4xxx GPUs or if it takes too long they'll be onto the 5xxx gen.

Basically they can do this because there currently isn't significant competition from anyone else in the PC GPU space. AMD appears to be also be using this as an opportunity to work through their 6xxx GPU inventory with no word yet on when lower products in the 7xxx stack will release.

Regards,
SB
 
Microsoft buys thousands of H100 GPUs to continue gearing up for AI models like ChatGPT, Bing AI, and other LLMs.

Today, Microsoft is introducing the ND H100 v5 VM which enables on-demand in sizes ranging from eight to thousands of NVIDIA H100 GPUs
 
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